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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edmund Fry, Jr. is an investment advisor representative with Fidelity Personal And Workplace Advisors. Robert Edmund Fry, Jr. is a registered investment advisor in Connecticut, Texas, and other states. Robert Edmund Fry, Jr. has been in the industry since 2009. He is a licensed insurance professional and has also worked for a number of other financial institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
12/12/2021 - Present
Fidelity Personal AND Workplace Advisors (MILFORD CT)
CT
04/02/2019 - 09/27/2021
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (TRUMBULL CT)
CT
05/05/2016 - 03/27/2019
PRUCO SECURITIES, LLC. (SHELTON CT)
CT
03/30/2016 - 05/09/2016
PFS INVESTMENTS INC. (WALLINGFORD CT)
CT
09/29/2009 - 06/17/2014
GREENWICH FINANCIAL SERVICES, L.L.C. (GREENWICH CT)
CT
11/08/2005 - 01/03/2008
GREENWICH FINANCIAL SERVICES, L.L.C. (GREENWICH CT)
BOTH
Issued 07/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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